---
title: use action steps to drive client engagement and progress
description: use action steps to drive client engagement and progress
---

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# use action steps to drive client engagement and progress

### ✅ **Action steps help turn goals into meaningful progress. They act as a simple, trackable “to-do” list that supports your clients in taking consistent steps forward.**

Each action step should align with the goals you’re already setting with your clients, and can also reflect their personal priorities.

**Why use action steps?**

- Action steps are **automatically** shared with your client as they’re created
- Clients **earn** a financial incentive each time they complete a step
- Incentives can help **motivate** clients to take on more challenging tasks
- Over time, clients can **build** a balance and use those funds to overcome financial barriers to care

Many partners have found that action steps significantly improve client engagement and follow-through.

<iframe width="582" height="330" src="https://www.youtube.com/embed/sNKFOUrxDS8" title="action step bonuses overview" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

 

### **💡 How to Add Action Steps**

***samaritan platform: [partner.samaritan.city](http://partner.samaritan.city)***

Follow these steps to create an action step:

1. Ensure the step aligns with an existing client goal (or a personal goal)
2. Select a **pre-filled option** or create a **custom action step**
3. Choose the **goal(s)** this action step supports
4. Enter the **reward amount** the client will earn upon completion
5. Set a **due date** for the action step

**Important:**

- Each Member can be assigned up to **$40 in action steps per month**

***Next Read: [store important documents](https://kb.samaritan.city/partner/store-important-documents?hsLang=en)***

 

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